Friday's News Links

[Reuters] S&P, Nasdaq hit records on strong retail sales data

[Bloomberg] U.S. Inflation Picks Up on Fuel Costs While Core Gauge Slows

[Bloomberg] U.S. Retail Sales Rise Most Since 2015 on Storm-Related Lift

[CNBC] Sen. Ted Cruz: Tax reform may not happen until early next year

[Bloomberg] Trump Cuts Off Health-Insurer Subsidy, Threatening Obamacare Chaos

[Bloomberg] ECB to Consider Cutting QE Purchases in Half Next Year

[Reuters] ECB homes in on 9 more months of bond buying, at lower volumes

[Reuters] Kuroda says BOJ to keep easy policy, tread different path from Fed, ECB

[CNBC] A US debt ceiling crisis 'certainly would be rating relevant,' S&P says

[Bloomberg] China Exports Remain Resilient as Rising Imports Signal Strength

[CNBC] S&P warns: There's a worrying trend in emerging markets; Turkey and South Africa are prime examples

[WSJ] Trump to End Subsidies to Health Insurers

[WSJ] Central Bankers Use Moment of Calm to Debate How to Fight the Next Crisis

[WSJ] ECB Official Warns About Impact of Extending Bond-Buying Programs

[WSJ] Trump Interviews Stanford Economist John Taylor for Fed Chairman Job

[FT] US demands World Bank overhaul of lending to China

Thursday Evening Links

[Bloomberg] Stocks Turn Lower, Dollar Gains as Crude Oil Drops: Markets Wrap

[Bloomberg] Trump Is Angry About a Proposal in His Own Tax Plan, Sources Say

[Reuters] White House: Trump is 'some time away' from Fed chair decision

[Reuters] Trump meets economist John Taylor in Fed search - official

[Reuters] Fed 'should defend' inflation target or risk losing credibility: Bullard

[Bloomberg] U.S. Offers Proposal That Could Kill Nafta in 5 Years

[Reuters] Trump's Iran plans driving EU toward Russia and China: Germany